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Vanguard Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Edge Wealth Management
New York
$22K
EWM
127
Evercore Wealth Management
New York
$17K
JIC
128
Joel Isaacson & Co
New York
$17K
HR
129
Howe & Rusling
New York
$16K +$15K +339 New
OFS
130
Orrstown Financial Services
Pennsylvania
$13K +$12.3K +278 New
GWS
131
Glassman Wealth Services
Virginia
$11K
GWM
132
Geneos Wealth Management
Colorado
$11K +$11.1K +249 New
IWMPD
133
Integrated Wealth Management (Palm Desert)
California
$10K
QAM
134
QCI Asset Management
New York
$9K
ACM
135
Argentus Capital Management
Texas
$8K -$17.8K -400 -71%
HPBT
136
High Point Bank & Trust
North Carolina
$7K
VIA
137
Vantage Investment Advisors
Pennsylvania
$5K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$4K +$3.6K +81 New
IA
139
IndexIQ Advisors
New York
$2K -$4.71K -106 -72%
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$2K
BP
141
Ballentine Partners
Massachusetts
$1K +$710 +16 New
FMLI
142
Fukoku Mutual Life Insurance
Japan
-$7.34M -151,500 Closed
QA
143
Quantitative Advantage
Minnesota
-$6.7M -138,232 Closed
AP
144
Advisors Preferred
Maryland
-$2.64M -54,441 Closed
SEIA
145
Signature Estate & Investment Advisors
California
-$2.09M -43,149 Closed
PMG
146
ProVise Management Group
Florida
-$1.57M -32,443 Closed
Comerica Bank
147
Comerica Bank
Texas
-$917K -20,342 Closed
DHFB
148
Dixon Hubard Feinour & Brown
Virginia
-$907K -18,720 Closed
Fisher Asset Management
149
Fisher Asset Management
Washington
-$835K -17,237 Closed
FNB
150
First Niagara Bank
New York
-$477K -9,846 Closed